The Financial Aid Advisor must have excellent customer service skills, experience in providing administrative support to a fast-paced office during peak seasons, and a desire to educate students on their financial responsibilities. Under supervision, the Financial Aid Advisor will assist in administering student financial aid which includes but not limited to: packaging and finalizing student financial aid awards; providing input in financial planning policies and procedures; maintaining up-to-date training with required institutional trainings and Federal/State regulations for compliance in awarding aid; and participating in the scholarship application process. The Financial Aid Advisor will work closely with other departments, students and their families to best meet the needs of the student. The Financial Aid Advisor will counsel students on all matters related directly to student financial aid planning. The Financial Aid Advisor must have a sound work ethic and practice the institutions core principles of: Compassion; Accountability; Respect; Excellence; Service in carrying out their duties and responsibilities in the position.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Advice and counsel students, parents, and/or significant others:
Provide assistance with applications (source and type of aid offered)
Assist students in understanding their rights and responsibilities of receiving aid
Assist in budget planning and student default management
Assist in providing publications and materials related to financial aid
Participate in recruitment and orientation program
Determine eligibility and financial need for student financial aid awards
Document methods used to calculate needs analysis and packaging
Document student eligibility criteria (including financial aid transcripts – prior receipt of aid)
Preform Verification accurately
Check enrollment status against eligibility criteria
Assist In: Recordkeeping
Reconcile program and fiscal records quarterly or semi-annually
Reconcile work study with financials and human resources quarterly or semi-annually
Maintain student financial aid records and transcripts
Records – data entry to CAMS and other programs
Assist In: Loans/Lender
Verify we have a SAR, ESAR, or ISTR for every student applying/receiving financial aid
Determine eligibility of financial aid need
Authorize student financial aid payments/refunds
Reconcile student and school records
Prepare reports on use of funds
Assist In: Institutional and other scholarships or student financial assistants
Keep students informed of scholarship information
Serve on scholarship and institutional committees
Collaborate and communicate with donors and/or potential donors of student assistance
Assist with acquiring other resources for students and/or
Institutional needs (grants and other sources)
Assist In: Reports are completed timely and accurately
Institutional, state, and federal reports and completed as required and in a timely manner
Accreditation and other educational reports or appropriate data are completed
Monthly, quarterly, and annual University reports are completed
Assist In: Professional Development
Keep updated on all state and federal regulations pertaining to financial aid and the family right act
Advise faculty, staff, and administration on financial aid updates and operation
Train and educate student services staff, work study, interns and volunteers to assist in the financial process
Continue professional growth
DESIRED KNOWLEDGE, SKILLS, ABILITIES:
Strong communication skills and the ability to provide exemplary customer service to students and parents.
High level of attention to detail and organizational skills.
Capacity to embrace change and willingness to be flexible in work hours.
Capacity to work independently, effectively, and under pressure during peak processing.
Demonstrated communication skills, analytical skills and attention to detail.
Knowledge of regulations and legislation governing federal and state financial aid programs.
Ability to organize, prioritize, and complete multiple work assignments in a complex work environment.
Knowledge of Microsoft Word, Excel, and Access
Experience using EdConnect, NSLDS, COD and CPS systems. Experience with Student information systems. Examples: Unit 4 or CampusVue
Campus office hours, Monday-Friday; Day and Evening hours; and at the need of the institution, occasional weekend hours.
Bachelor’s degree required. Bachelor’s degree in relevant field preferred.
Three to five years of experience in financial aid.
Must have knowledge of the Federal Verification Process.
Verbal, reading, spelling, mathematical skills which are normally acquired through baccalaureate degree education or its equivalent.
Evidence of strong computer skills and general knowledge of office equipment.
Strong Customer Service demeanor over the telephone.
Evidence of strong communication skills and amiable personality.
Knowledge of the financial aid process and financial aid experience preferred.
Working knowledge of the software programs, forms, and laws pertaining to student financial aid.
Ability to effectively interface with all levels of the organization and outside contacts, using a high degree of judgment and discretion.
Ability to handle confidential materials and information, maintaining credibility through business relationships.
About Resurrection University
At Resurrection University, we provide the highest quality Nursing, Radiography and Health Informatics and Information Management (HIIM) education available. Our faculty are experienced, accessible, and supportive of every student they instruct and our facilities feature the advanced technologies you would expect from a world-class university.